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Disclosery

Dakota Wealth Management: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on CB, newest first. How the timeline and the estimate are built.

Dakota Wealth Management held 27,932 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,932 shares
    Change vs previous 13F +2,303 shares

    0.18% of the 13F portfolio, value $9,518,905.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 25,629 shares
    Change vs previous 13F -3,038 shares

    0.18% of the 13F portfolio, value $8,354,390.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 28,667 shares
    Change vs previous 13F -7,331 shares

    0.16% of the 13F portfolio, value $8,948,706.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 35,998 shares
    Change vs previous 13F +4,355 shares

    0.2% of the 13F portfolio, value $10,161,484.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,643 shares
    Change vs previous 13F +4,085 shares

    0.19% of the 13F portfolio, value $9,168,045.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,558 shares
    Change vs previous 13F -841 shares

    0.19% of the 13F portfolio, value $8,322,594.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,399 shares
    Change vs previous 13F +11,474 shares

    0.18% of the 13F portfolio, value $7,846,909.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,925 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,881,076.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).